Jmc Wealth Management, Inc.
Jmc Wealth Management, Inc. (CRD# 140984) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Julie Casserly (CRD# 2661569) is an Investment Advisor Representative working at Jmc Wealth Management, Inc. in Chicago, IL and has over 22 years of experience in the finance industry. Julie Casserly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.